Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,094 | $209,425-41.2% | $178,499-31.0% | $158,966-22.6% |
| Participation rate | 35.7% | 86.4%-50.6pp | 81.9%-46.2pp | 82.0%-46.2pp |
| Annual return | 18.78% | 188.80%-170.0pp | 151.10%-132.3pp | 302.95%-284.2pp |
| Employer contribution / active EE | $833 | $5,707-85.4% | $5,011-83.4% | $4,762-82.5% |
| Participant deferral / active EE | $5,798 | $5,955-2.6% | $5,202+11.4% | $5,983-3.1% |
| Admin fee / account holder | $411 | $17,078-97.6% | $13,986-97.1% | $11,250-96.3% |